more firms see the problem. but fewer are doing anything about it.
by rick telberg
just at a time when accounting firms are struggling to gain new clients and hold on to the ones they already have, client satisfaction ratings appear to be dropping.
many expect to work ’til 70 and never retire, others hope to sell.
the nation’s small business owners’ views regarding retirement are radically shifting, with many seeing themselves working 20 years or longer – or never formally retiring at all.
as a result of longer life expectancies and the impact of the recession, the majority of small business owners can no longer embrace a traditional view of retirement, in which individuals stop working in their mid-60s for a life of leisure – something fewer than 10 percent foresee themselves doing, according to a new study by the guardian life small business research institute.
warning: your clients’ answers may differ. by jean caragher and rick telberg sevenkeys cpa new studies conducted by the bay street group and the capstone marketing group illuminate several very significant gaps between the opinions of clients and their cpas. … continued
hint: the answer is closer than you think
by jean caragher and rick telberg
sevenkeys cpa
almost any system will do. but you need a system.
by jean caragher
capstone marketing
the seven keys to successful cpa firm management research indicates that the majority of cpa firms have no client-satisfaction program at all. while any system will do, you need a system in place whether it includes face-to-face interviews, written surveys, online surveys or focus groups.
burr & forman llp a law firm with offices in five southeastern states averages two client interviews per month with the aim of meeting with their top 50 clients once every two years.
the goals of the interviews are: read more →
tax filers who paid an accountant or cpa to prepare their returns register the highest satisfaction with their method of preparation.
some 75 percent state that they were “very satisfied” in working with the accountant or cpa, according to a new survey.
there’s a buzz this tax season about a deepening divide between high performing firms and the rest of the profession — interestingly: especially among soloists.
some solo practitioners are having a terrific season, others not. there’s no in-between. we’ve been wondering about the causes. and practitioners have been answering.
— rick telberg
they buy what you stand for.
and, is that the right question?
the top challenge for firms is getting new clients, according to a new survey of sage accountants network members.
next most frequently mentioned were tax law complexity and changes, followed by time management, keeping up with technology, and the effect of new regulations and standards.
let’s face it: men and women work and communicate differently. people are as different as fingerprints, and many of us are loathe to generalize. however, some generalizations are both appropriate and necessary, according to workplace consultants victoria simon, ph.d., and … continued
and the seas are kind of rough. [youtube]vdtx-e-2i0k[/youtube] gary shamis, managing partner of ss&g financial services and one of the producers of winning is everything, reflects on the key take-aways. more 卡塔尔世界杯常规比赛时间 coverage here.
from the accounting office management & administration report via texas society of cpas.
attracting and retaining clients has taken on new importance for cpas whose firms have taken a hit in the last few years.
to flourish in this increasingly difficult climate, ceos are looking for creativity in their executive teams and advisors. in fact, the authors of a vast new ibm survey of 1,500 ceos across the globe say top executives now believe creativity … continued